Stephanie LeDuc

Stephanie brings 13 years of experience to Invest Forward.  She graduated cum laude from the University of St. Thomas with a bachelor's degree in mathematical economics.  She holds the following registrations: Series 7/General Securities, Series 66/Uniform Combined State Law Exam as well as Life, Health and Annuities for Insurance.

Stephanie specializes in comprehensive wealth management, more specifically: pre- and post-retirement planning, dividend producing portfolios, individual stocks and 401(K) plans.  


You should consult your tax/legal counsel for advice and information concerning your particular circumstances. Neither Investment Centers of America nor any of its representatives may give tax or legal advice. 

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Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent, (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

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Our representatives in North Dakota are registered to offer securities in the following states: Minnesota, North Dakota, AZ, CA, CO, FL, IA, MI, MT, NE, SD, TX, WA and WI. Our advisors in Minnesota are registered to offer securities in the following states: Minnesota, North Dakota, AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MI, MO, MT, NC, NE, NJ, NM, NV, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV and WY.

Please note
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  • Not insured by the FDIC or any other Federal Government agency
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